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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Luke Delorme (CRD# 6628294) is an Investment Advisor Representative working at American Investment Services Inc. in Great Barrington, MA and has over 7 years of experience in the finance industry.
Gregg Desmarais (CRD# 6602147) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Avon, CT and has over 7 years of experience in the finance industry.
James Devivo (CRD# 2664246) is an Investment Advisor Representative working at Cofunder Advisors in West Simsbury, CT and has over 27 years of experience in the finance industry.
William Dinan (CRD# 871788) is an Investment Advisor Representative working at Commonwealth Financial Network in Lenox, MA and has over 30 years of experience in the finance industry.
William Dobbins (CRD# 2465825) is an Investment Advisor Representative working at Independent Financial Group, LLC in Norfolk, CT and has over 26 years of experience in the finance industry. William Dobbins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Robert Donelan (CRD# 1550123) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lenox, MA and has over 7 years of experience in the finance industry.
John Donnelly (CRD# 6171476) is an Investment Advisor Representative working at Key Investment Services LLC in Copake, NY and has over 8 years of experience in the finance industry.
Brian Dowd (CRD# 2450185) is an Investment Advisor Representative working at Commonwealth Financial Network in Simsbury, CT and has over 29 years of experience in the finance industry.
Matthew Dreier (CRD# 6945334) is an Investment Advisor Representative working at Wellspring Financial, LLC in Simsbury, CT and has over 5 years of experience in the finance industry.
Beth Duffy (CRD# 5735407) is an Investment Advisor Representative working at Edward Jones in Canton, CT and has over 11 years of experience in the finance industry.